Step 1
Are We a Fit?
Our first conversation is just 30-minutes simply focussed on getting to know each other—your goals, challenges, and what you’re looking for in an adviser.
It gives us a chance to make sure your situation matches our expertise.
Book a Free Assessment
See If We're a Fit With a Free Assessment
Our 3-step free assessment lets you get to know us, explore your financial goals, and walk away with a personalized 1-Page Plan—so you can confidently take your next steps without second-guessing or feeling overwhelmed.
*We offer only a limited number of free assessments each quarter.
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Clarity Begins with Conversation
We're Financial Advisers That Do Our Best Work With...
We do our best work with people who value the same things we do. If this feels like you, we’ll be a natural fit and you’ll experience our highest level of support and results:
Pre-Retirees Preparing for Life After Work
You’re planning ahead and want to retire on your terms. We help you bring together income, savings, and timing so you can move confidently toward your next chapter.
Retirees Enjoying the Life They’ve Built
You’ve worked hard to build success and want to enjoy it without worry. We help you create a lasting income plan, manage taxes, and protect your lifestyle for the years ahead.
Entrepreneurs Planning What’s Next
You’ve dedicated years to growing your company and want to ensure that success translates into personal freedom. We help you plan your next phase with clarity and intention.
If this resonates, we’d love to show you how our tailored approach can help you reach your financial goals with more ease and confidence.
Take The First Step Today
It starts with one easy step—a conversation. Together, we’ll explore where you are, where you want to go, and whether we’re the right team to help you get there.
Step 2
Discovery Meeting
We take a closer look at your finances, goals, and what’s most important to you.
Together, we uncover opportunities and begin shaping a path forward.
Step 3
Assessment Review
You’ll receive a simple, 1-Page Plan that outlines your next steps.
It’s a clear starting point for building a plan that moves you toward your vision.
Book Your Free Assessment Now
Take a simple first step towards clarity today. Our Free Assessment is a relaxed, judgment-free way to get answers to your biggest financial questions and discover if we're the right fit for you.
Free. Simple. 100% Stress-free—just a conversation.
We Totally Get It—Big Decisions Deserve Clarity.
Still Have Questions?
Choosing a financial partner is personal. Take your time, explore our FAQs, and see if what we offer feels like the right fit. We’re here to make things clear and easy for you—even before we've chatted.
What is this free assessment about?
It’s a simple 3-step process designed to help you get clear on your retirement and wealth goals, understand where you stand today, and walk away with a straightforward 1-Page Plan for your next steps—whether you decide to work with us or not.
How much does it cost?
The assessment is completely free and comes with no obligation. There’s no sales pitch—just a chance to get clarity and see if we’re the right fit for you.
How long does it take?
The assessment happens over a series of short meetings (usually 30–45 minutes each), scheduled at a pace that works for you. Many people complete the full process within a few weeks.
Do I need to bring anything?
If you can, bring recent investment statements, a tax return, and any questions that have been on your mind. But don’t stress—if you don’t have everything handy, we can still have a productive conversation.
What if I’m not ready to hire a financial adviser yet?
That’s completely fine. The assessment is meant to help you—whether you’re ready to take action now or are just gathering information. Our goal is that you leave the process more informed and confident, either way.
What makes Triad Investment Management different?
We’re an independent, fiduciary firm focused on helping pre-retirees, retirees, and business owners navigate retirement, taxes, and legacy decisions with confidence. You get straightforward, unbiased advice, a boutique team with 20+ years of experience, and a partnership that coordinates investments, taxes, and planning so your money truly supports the life you’ve worked for.
Free. Simple. Stress-free.
Take The First Step With Us Today
This 30-minute chat is simply a chance to get to know each other. We’ll talk about your goals, tackle any questions you’ve been sitting on, and see if partnering makes sense. No obligations—just a clear, friendly starting point.
No Cost. No Pressure. Just Clarity.
Book Your Free Assessment
Start with a pressure-free conversation about your goals, your plan, and what’s next. We’ll listen, offer perspective, and help you see your path forward with confidence.
